Graduate Certificate in Financial Planning

  • Qualification:

    Postgraduate, Graduate Certificate

  • Study mode:


  • Payment options:

    Upfront payment

  • Duration:

    6 months to 3 years. Fast-track options available.

  • Start date:

    6 intakes a year, enquire now!

  • Awarded by:

    Kaplan Professional (RTO 90116)

  • Course fee:

    Price may vary

Course Rundown

Are you working towards the new professional standards and education requirements or considering switching careers and moving into financial planning? Kaplan Professional’s online Graduate Certificate in Financial Planning will give you the foundation you need for success.

Purpose-built and curated in collaboration with leading advisers and industry experts, this Graduate Certificate equips you with practical, workplace-ready skills and knowledge. You’ll study four core subjects designed to give you a comprehensive industry overview, covering superannuation, insurance advice, applied financial planning and the economical, legal and ethical context for financial planning. You’ll explore the latest advanced concepts, techniques and strategies—and if you’d like to take your learning further, this course is also a direct pathway to Kaplan’s Financial Adviser Standards and Ethics Authority Limited-approved Master of Financial Planning.

This course is part of a seamless and integrated postgraduate pathway encompassing a Graduate Diploma of Financial Planning and a Master of Financial Planning.

If you haven’t already, you’ll also gain RG146 compliance in generic knowledge, financial planning, insurance and superannuation. If you hold a Chartered Accountant, Chartered Professional Accountant, Chartered Financial Adviser or similar designation and are keen to build on your existing knowledge base and work in broader or more specific financial planning positions, this degree is an excellent choice.


To be eligible to study this course, applicants must meet the following entry requirements:

  • An Undergraduate Degree; OR
  • A related Advanced Diploma or Diploma; OR
  • An unrelated Advanced Diploma or Diploma plus 2 years' related industry experience; OR
  • Academic and/or professional qualifications demonstrating the potential to undertake study at this level.

What You’ll Learn

In this finance course, the subjects you may study include:

Core subjects

  • FPC001 - Economic, Legal and Ethical Context for Financial Planning
  • FPC002 - Applied Financial Planning
  • FPC003 - Superannuation and Retirement Advice
  • FPC004 - Insurance Advice

Why study with Kaplan Professional?

Kaplan Professional is a leading provider of education in financial services and real estate. Kaplan Professional’s internationally renowned programs, personalised study experiences, flexible learning options and range of industry partners, all make them highly respected and distinguished.

Kaplan Professional offers a range of professional qualifications and provides learning solutions to 45,000 people a year. Whether you want to undertake a Certificate, Diploma or Masters, Kaplan Professional has the right course to get you where you want to go!

Kaplan Education Pty Ltd trading as Kaplan Professional (RTO 90116)

Student Support

Kaplan Professional aim to make your learning journey as seamless as possible and have put together a student advice team to assist and help you out if any challenges come up.

Student advice representatives will be on hand to answer questions about the system, login and password queries, explaining processes around assessments etc., and to offer advice about study pathways and subject selection.

There are also discussion forums where you can direct questions regarding your studies to subject matter experts.

Where Will It Lead Me?

Upon successful completion of this course, you will graduate with a Graduate Certificate in Financial Planning from Kaplan Professional.

Graduates will be able to:

  • explain key economic principles and financial market concepts in a financial planning context
  • compare a range of financial products
  • develop appropriate solutions from a range of portfolios and strategies for a variety of client profiles, needs and objectives
  • demonstrate knowledge of the six steps of the financial planning process
  • employ relevant legislation, regulations, codes of practice and ethical behaviour
  • demonstrate appropriate verbal written communication skills in client interactions
  • present a compliant statement of advice that you have developed
  • apply all competencies required in providing appropriate services, advice and products to clients.

Graduates will attain ASIC RG146 compliance and have a direct pathway to Kaplan’s Financial Adviser Standards and Ethics Authority-approved Master of Financial Planning. Those with Chartered Accountant, Chartered Professional Accountant, Certified Financial Planner or other accreditations will have developed further capacity to work in broader and more specific financial planning positions.

How Much Will It Cost?

Finance options

The full fee for this course is $9,600 which equates to $2,400 per subject. When you study at Kaplan Professional, you pay as you go. So, you only need to pay for the subjects you intend to study each study period.

Other payment options also available to eligible students. Enquire now to find out more!